Bill HagertyFiling

Annual Report | Filed on 21 Aug 2023

This congressional financial disclosure from Bill Hagerty (annual report) contains 110 stock trades. It was filed on 21 August 2023. Reported tickers include IAU, VOT, DBEF, CCEP, DDOG, and 34 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Bill Hagerty

Filing Type

Annual Report

Filed Date

21 Aug 2023

View Original Filing

Transactions

110 transactions


Fundamental Investors Cla... FINFX	Sale (Full)	28 Dec 2022	$100,001 - $250,000	Asset sold by DC 1 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	31 Dec 2021	$1,001 - $15,000	Asset sold by Roundstone Ventures LLC
Coca-Cola Europacific Par... CCEP	Sale (Full)	29 Dec 2021	$50,001 - $100,000	Asset held by Roundstone Ventures, LLC.
Blueknight Energy Partner... BKEP	Sale (Full)	29 Dec 2021	$15,001 - $50,000	Asset held by Roundstone Ventures, LLC.
Pinnacle Financial Partne... PNFP	Sale (Partial)	29 Dec 2021	$100,001 - $250,000	Asset held by Roundstone Ventures, LLC.
Vanguard Emerging Markets... VEMAX	Sale (Full)	29 Dec 2021	$250,001 - $500,000	Asset sold by William F. Hagerty IV
Chatham Lodging Trust (RE... CLDT	Sale (Full)	29 Dec 2021	$1,001 - $15,000	Asset held by Roundstone Ventures, LLC.
Enova International, Inc.... ENVA	Sale (Full)	29 Dec 2021	$15,001 - $50,000	Asset held by Roundstone Ventures, LLC.
Nustar Energy L.P. Common... NS	Sale (Full)	29 Dec 2021	$50,001 - $100,000	Asset held by Roundstone Ventures, LLC.
Datadog, Inc. - Class A C... DDOG	Sale (Full)	28 Dec 2021	$15,001 - $50,000	Asset held by Roundstone Ventures, LLC.
FT CBOE Vest U.S. Equity ... FNOV	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 2 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 4 Trust
Signature Bank - Common S... SBNY	Sale (Full)	28 Dec 2021	$15,001 - $50,000	Asset sold in DC 1 Trust
New Perspective Fund Clas... ANWFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 2 Trust
FT CBOE Vest U.S. Equity ... FNOV	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 3 Trust
Signature Bank - Common S... SBNY	Sale (Full)	28 Dec 2021	$15,001 - $50,000	Asset sold in DC 3 Trust
Fundamental Investors Cla... FINFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 3 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Full)	28 Dec 2021	$250,001 - $500,000	Asset sold by DC 2 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Full)	28 Dec 2021	$250,001 - $500,000	Asset sold by DC 1 Trust
New Perspective Fund Clas... ANWFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 1 Trust
New World Fund Inc. Class... NFFFX	Sale (Full)	28 Dec 2021	$50,001 - $100,000	Asset sold by DC 1 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Full)	28 Dec 2021	$250,001 - $500,000	Asset sold by DC 3 Trust
Signature Bank - Common S... SBNY	Sale (Full)	28 Dec 2021	$15,001 - $50,000	Asset sold in DC 2 Trust
FT CBOE Vest U.S. Equity ... FNOV	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 4 Trust
FT CBOE Vest U.S. Equity ... FNOV	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset Sold by DC 1 Trust
Fundamental Investors Cla... FINFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 2 Trust
New World Fund Inc. Class... NFFFX	Sale (Full)	28 Dec 2021	$50,001 - $100,000	Asset sold by DC 3 Trust
Amcap Fund Class F-2 Shar... AMCFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 2 Trust
RenaissanceRe Holdings Lt... RNR	Sale (Partial)	28 Dec 2021	$250,001 - $500,000	Asset held by William F. Hagerty IV.
Amcap Fund Class F-2 Shar... AMCFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 1 Trust
New World Fund Inc. Class... NFFFX	Sale (Full)	28 Dec 2021	$50,001 - $100,000	Asset sold by DC 2 Trust
Amcap Fund Class F-2 Shar... AMCFX	Sale (Full)	28 Dec 2021	$100,001 - $250,000	Asset sold by DC 3 Trust
New Perspective Fund Clas... ANWFX	Sale (Full)	28 Dec 2021	$50,001 - $100,000	Asset sold by DC 3 Trust
RenaissanceRe Holdings Lt... RNR	Sale (Partial)	23 Dec 2021	$250,001 - $500,000	Asset held by Roundstone Ventures, LLC.
Ryman Hospitality Propert... RHP	Sale (Full)	23 Dec 2021	$100,001 - $250,000	Asset held by Roundstone Ventures, LLC.
Ryman Hospitality Propert... RHP	Sale (Partial)	23 Dec 2021	$15,001 - $50,000	Asset held by William F. Hagerty IV.
Vroom, Inc. - Common Stoc... VRM	Sale (Full)	16 Dec 2021	$1,001 - $15,000	Asset owned by Roundstone Ventures, LLC
Qwest Corporation 7% Note... CTAA	Sale (Full)	1 Dec 2021	$50,001 - $100,000	Asset owned by Roundstone Ventures, LLC.
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	8 Nov 2021	$100,001 - $250,000	Asset sold by Roundstone Ventures LLC
Datadog, Inc. - Class A C... DDOG	Sale (Partial)	8 Nov 2021	$1,000,001 - $5,000,000	Asset held in Roundstone Ventures, LLC
Vanguard Short-Term Inves... VFSUX	Purchase	15 Oct 2021	$50,001 - $100,000	Asset purchased by William F. Hagerty IV
Total Stock Market ETF Va... VTI	Sale (Full)	30 Sept 2021	$1,000,001 - $5,000,000	Shares sold short by Roundstone Ventures LLC
Ultrashort Euro ETF EUO	Sale (Full)	30 Sept 2021	$100,001 - $250,000	Asset sold by Roundstone Ventures LLC
iShares Russell 1000 ETF IWB	Purchase	30 Sept 2021	$1,000,001 - $5,000,000	Short sale fully covered by Roundstone Ventures LLC
Vanguard Mid-Cap Growth E... VOT	Sale (Partial)	6 Jul 2021	$15,001 - $50,000	Asset sold by William F. Hagerty IV
Xt MSCI EAFE Hedged Equit... DBEF	Purchase	6 Jul 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Smallcap Value ETF Vangua... VBR	Purchase	6 Jul 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Vanguard Russell 1000 Val... VONV	Purchase	6 Jul 2021	$15,001 - $50,000	Asset purchased by William F. Hagerty IV
Vanguard S&P Small-Cap 60... VIOG	Purchase	6 Jul 2021	$15,001 - $50,000	Asset purchased by William F. Hagerty IV
iShares Gold Trust Shares... IAU	Purchase	6 Jul 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Vanguard Mid-Cap Value ET... VOE	Sale (Partial)	6 Jul 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
SPDR World Ex-US Portfoli... SPDW	Sale (Partial)	6 Jul 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Vanguard Russell 1000 Gro... VONG	Sale (Partial)	6 Jul 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
SPDR Emerging Markets Por... SPEM	Purchase	6 Jul 2021	$15,001 - $50,000	Asset purchased by William F. Hagerty IV
iShares MSCI USA Quality ... QUAL	Sale (Partial)	6 Jul 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	14 Jun 2021	$50,001 - $100,000	Asset sold by DC 1 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	14 Jun 2021	$50,001 - $100,000	Asset sold by DC 4 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	14 Jun 2021	$250,001 - $500,000	Asset sold by Roundstone Ventures LLC
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	14 Jun 2021	$50,001 - $100,000	Asset sold by DC 2 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	14 Jun 2021	$50,001 - $100,000	Asset sold by DC 3 Trust
The Boeing Company BA	Purchase	8 Jun 2021	$1,001 - $15,000	Asset owned by Roundstone Ventures LLC
iShares Russell 1000 ETF IWB	Purchase	21 May 2021	$250,001 - $500,000	Short sale partially covered by Roundstone Ventures LLC
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	18 May 2021	$100,001 - $250,000	Asset sold by Roundstone Ventures LLC
FLIR SYSTEMS INC. Registe... FL4.SG TDY	Exchange	17 May 2021	$15,001 - $50,000	FLIR Systems Merger With Teledyne Asset Held in Roundstone Ventures, LLC
Natera, Inc. NTRA	Sale (Partial)	20 Apr 2021	$1,001 - $15,000	Asset held by Roundstone Ventures, LLC
S&P Smallcap 600 Growth V... VIOG	Sale (Partial)	1 Apr 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
iShares Gold Trust Shares... IAU	Purchase	1 Apr 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
SPDR World Ex-US Portfoli... SPDW	Purchase	1 Apr 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Xt MSCI EAFE Hedged Equit... DBEF	Sale (Partial)	1 Apr 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Vanguard Mid-Cap Growth E... VOT	Purchase	1 Apr 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
USA Momentum Factor Ishar... MTUM	Purchase	1 Apr 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Vanguard Russell 1000 Gro... VONG	Purchase	1 Apr 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Smallcap Value ETF Vangua... VBR	Sale (Partial)	1 Apr 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Vanguard Mid-Cap Value ET... VOE	Purchase	1 Apr 2021	$15,001 - $50,000	Asset purchased by William F. Hagerty IV
SPDR Emerging Markets Por... SPEM	Purchase	1 Apr 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Vanguard Russell 1000 Val... VONV	Sale (Partial)	1 Apr 2021	$15,001 - $50,000	Asset sold by William F. Hagerty IV
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	30 Mar 2021	$50,001 - $100,000	Asset sold by DC 4 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	30 Mar 2021	$15,001 - $50,000	Asset sold by DC 3 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	30 Mar 2021	$15,001 - $50,000	Asset sold by DC 1 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	30 Mar 2021	$15,001 - $50,000	Asset sold by DC 2 Trust
Qurate Retail, Inc. QRTEP	Purchase	26 Mar 2021	$15,001 - $50,000	Asset held by Roundstone Ventures, LLC
Qwest Corp. NT 7% 2056 CTAA	Sale (Full)	16 Feb 2021	$15,001 - $50,000	-
Vroom, Inc.	Purchase	26 Jan 2021	$1,001 - $15,000	-
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	22 Jan 2021	$15,001 - $50,000	Asset sold by DC 4 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	22 Jan 2021	$15,001 - $50,000	Asset sold by DC 1 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	22 Jan 2021	$15,001 - $50,000	Asset sold by DC 2 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	22 Jan 2021	$15,001 - $50,000	Asset sold by DC 3 Trust
Editas Medicine, Inc.	Sale (Partial)	19 Jan 2021	$15,001 - $50,000	-
HC 17th and Grand Partner...	Purchase	11 Jan 2021	$250,001 - $500,000	Asset held by Roundstone Ventures, LLC
HC 17th and Grand Partner...	Purchase	11 Jan 2021	$50,001 - $100,000	Asset held by Tara E. Hagerty Irrevocable Trust
HC 17th and Grand Partner...	Purchase	11 Jan 2021	$50,001 - $100,000	Asset held by William F. Hagerty V Irrevocable Trust
HC 17th and Grand Partner...	Purchase	11 Jan 2021	$50,001 - $100,000	Asset held by Stephen L. Hagerty Irrevocable Trust
HC 17th and Grand Partner...	Purchase	11 Jan 2021	$50,001 - $100,000	Asset held by Christine B. Hagerty Irrevocable Trust
Lemonade, Inc. LMND	Sale (Partial)	8 Jan 2021	$1,001 - $15,000	-
Vroom, Inc. VRM	Purchase	8 Jan 2021	$1,001 - $15,000	-
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	5 Jan 2021	$50,001 - $100,000	Asset sold by DC 4 Trust
Vanguard Russell 1000 Gro... VONG	Sale (Partial)	5 Jan 2021	$15,001 - $50,000	Asset sold by William F. Hagerty IV
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	5 Jan 2021	$50,001 - $100,000	Asset sold by DC 2 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	5 Jan 2021	$50,001 - $100,000	Asset sold by DC 1 Trust
Vanguard Short-Term Inves... VFSUX	Sale (Partial)	5 Jan 2021	$50,001 - $100,000	Asset sold by DC 3 Trust
iShares Gold Trust Shares... IAU	Purchase	4 Jan 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
Smallcap Value ETF Vangua... VBR	Sale (Partial)	4 Jan 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
SPDR World Ex-US Portfoli... SPDW	Sale (Partial)	4 Jan 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Midcap Value ETF Vanguard VOE	Sale (Partial)	4 Jan 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Xtrackers MSCI EAFE Hedge... DBEF	Purchase	4 Jan 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
VanEck Vectors MSCI World... QUAL	Purchase	4 Jan 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
USA Momentum Factor Ishar... MTUM	Purchase	4 Jan 2021	$15,001 - $50,000	Asset purchased by William F. Hagerty IV
S&P Smallcap 600 Growth V... VIOG	Purchase	4 Jan 2021	$1,001 - $15,000	Asset purchased by William F. Hagerty IV
SPDR Emerging Markets Por... SPEM	Sale (Partial)	4 Jan 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV
Vanguard Mid-Cap Growth E... VOT	Sale (Partial)	4 Jan 2021	$1,001 - $15,000	Asset sold by William F. Hagerty IV